Peak Wealth Advisors offers investment advisory and financial planning services to individuals and other clients. They focus on understanding client goals, educating them about their process, and maintaining open communication. As a fiduciary, Peak Wealth Advisors is legally required to act in the client's best interest. Services include portfolio management, 401(k) asset management, and financial planning.
Assets Under Management$87M
Clients251
Advisors2
Avg. per Client$350K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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